Online Forms, Webchat & Lead Capture

Make reaching out easier.
Start with the details your team needs.

Forms and webchat give people a clear way to ask a question or explain what they need while they are already looking at your business.

Bring those inquiries into a process your team can follow, with less searching for information before the first reply.

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Give interest somewhere to go.

A visitor may have a quick question, want to request a quote, or be ready to share details about a project. The right contact option helps them take that step without having to figure out whom to call or what to send.

Collect what makes the next conversation useful.

Forms with a purpose

Ask for the contact details and request information that help your team respond, with questions suited to the type of inquiry.

A place for quick questions

Webchat gives visitors a way to ask about your business. AI chat can help with common questions using the business information provided.

An organized handoff

New inquiries can reach the right place with an alert or follow-up task so your team knows what needs attention.

Keep the first step simple.

Choose what to ask

Start with the details needed for the first response. Keep longer questions for a later step when that makes more sense.

Connect the destination

Decide where submissions and conversations should go and who on your team will respond.

Try the full path

Walk through a sample inquiry, check that the details arrive, and make sure the next step is clear for both the visitor and your team.

A better starting point than “please call me.”

A practical example

A visitor asks about a project.

They share their contact details, the type of work, and a short description through a form. Your team receives the request with enough context to ask a useful follow-up question and record what happens next.

Build it yourself or get help with the setup.

The tools can be managed by your team. Configuration and training are available when you want help choosing fields, preparing chat information, or connecting inquiries to the CRM.

Bring Them In & Engage: make the first contact easier and give follow-up a clear starting point.

A few questions you might have

Can this work with our existing website?

Often, the starting point is adding a form or chat option to the website you already have. The right approach depends on how your website is built and what you want the contact option to do.

What is the difference between a form and webchat?

A form collects a set of details in one submission. Webchat gives visitors a conversation-style way to ask a question. Either can help your team receive useful inquiries.

Does someone need to watch the chat all day?

That depends on the experience you choose. Chat can collect an inquiry for a later response, or AI chat can help with common questions. The setup should make the next step clear to visitors.

Can we create and update these ourselves?

Yes. Your team can create forms, manage chat information, and handle inquiries using the tools. Help is available for setup questions or training when you need it.

Make the first conversation easier to start.

Think about what customers usually ask and what your team needs before replying. Those details can shape a simple, useful inquiry process.